Data / Investment advisers / Georgia / Advocacy Wealth Management, LLC
Advocacy Wealth Management, LLC, Atlanta, GA: $3.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Advocacy Wealth Management, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $3.2 billion in regulatory assets under management in its Form ADV filed August 3, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Advocacy Wealth Management, LLC (CRD number 141943): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 141943
- SEC file number
- 801-77677
- SEC status
- Approved, effective March 1, 2013
- Main office
- 3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326
- Phone
- (404) 836-7146
- Website
- advocacywealth.com
- Regulatory AUM
- $3,244,894,203 in the Form ADV filed August 3, 2026
- Discretionary AUM
- $3,139,118,792
- Non discretionary AUM
- $105,775,411
- Accounts
- 2,234
- Employees
- 36, of which 26 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 649 | $2.25 billion |
| Individuals (other than high net worth individuals) | 1,009 | $492.3 million |
| Charitable organizations | 14 | $351.1 million |
| Corporations or other businesses | 48 | $142.9 million |
| Pension and profit sharing plans | Fewer than 5 | $3.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.24 billion | March 30, 2026 |
| December 1, 2025 | $2.08 billion | November 18, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| ZWJ Investment Counsel Inc | Atlanta | $4.23 billion | Not listed | adviserinfo.sec.gov |
| Aprio Wealth Management, LLC | Atlanta | $4.15 billion | Not listed | adviserinfo.sec.gov |
| BT Family Office, LLC | Atlanta | $4.00 billion | Not listed | adviserinfo.sec.gov |
| Holbrook Holdings, Inc. | Atlanta | $3.78 billion | Not listed | adviserinfo.sec.gov |
| Equity Investment Corp | Atlanta | $3.51 billion | Not listed | adviserinfo.sec.gov |
| LCP Institutional, LLC | Atlanta | $3.18 billion | Not listed | adviserinfo.sec.gov |
| Gleneagles Investment Advisors, LLC | Atlanta | $3.08 billion | 4 | adviserinfo.sec.gov |
| Silvant Capital Management LLC | Atlanta | $3.04 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advocacy Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.